Topic covered include:
- Understanding the sales trust set up
- How to set up a sales file and replicate
- Sales receipt options
- Sales receipt reversals
- Investment Account Transfers and ledger
- Calculating Settlement funds and Sub Accounts
- Disbursing Funds and Settlement
- Disbursement Reversals
- Sales Advertising Funds Management
- EOM Wizard Sales process
For New Zealand customers, download this form: Rest Professional Online Classroom Order Form. Fill out the form and send it to firstname.lastname@example.org.
Who should attend?
Users with a basic understanding of Rest Professional navigation and sales procedures.
Please review course session times below. For other options contact the Learning and Education Team using the enquire button below.